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ExxonMobil

1,929 hedge funds and large institutions have $201B invested in ExxonMobil in 2014 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 679 increasing their positions, 956 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $2.63B | Put options by funds: $2.55B

1.04% less ownership

Funds ownership: 51.27%50.24% (-1%)

1% less funds holding

Funds holding: 1,9561,929 (-27)

9% less capital invested

Capital invested by funds: $222B → $201B (-$21.1B)

10% less funds holding in top 10

Funds holding in top 10: 705632 (-73)

15% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 61

29% less repeat investments, than reductions

Existing positions increased: 679 | Existing positions reduced: 956

Holders
1,929
Holders Change
-27
Holders Change %
-1.38%
% of All Funds
55.95%
Holding in Top 10
632
Holding in Top 10 Change
-73
Holding in Top 10 Change %
-10.35%
% of All Funds
18.33%
New
52
Increased
679
Reduced
956
Closed
61
Calls
$2.63B
Puts
$2.55B
Net Calls
+$77.5M
Net Calls Change
-$543M
Name Holding Trade Value Shares
Change
Change in
Stake
FTIOP
276
Fiduciary Trust International of Pennsylvania
Pennsylvania
$55.9M +$2.54M +25,453 +4%
V
277
Veritable
Delaware
$54.9M +$167K +1,681 +0.3%
Cambridge Investment Research Advisors
278
Cambridge Investment Research Advisors
Iowa
$54M +$2.71M +27,198 +5%
Cohen & Steers
279
Cohen & Steers
New York
$53.9M -$49.8M -500,278 -47%
NMERB
280
New Mexico Educational Retirement Board
New Mexico
$53.6M -$99.6K -1,000 -0.2%
Creative Planning
281
Creative Planning
Kansas
$53.6M +$6.76M +67,912 +14%
AAF
282
Andra AP-fonden
Sweden
$53.1M -$2.73M -27,400 -5%
WT
283
Whittier Trust
California
$53M +$189K +1,895 +0.3%
Calamos Advisors
284
Calamos Advisors
Illinois
$52.7M -$13.4K -135 -0%
WG
285
Winton Group
United Kingdom
$52.5M +$12.8M +128,131 +30%
Truist Financial
286
Truist Financial
North Carolina
$52.4M -$1.54M -15,505 -3%
SAM
287
Sentinel Asset Management
Vermont
$52.1M
Zurich Cantonal Bank
288
Zurich Cantonal Bank
Switzerland
$51.4M +$1.41M +14,131 +3%
TCT
289
TIAA CREF Trust
Missouri
$50.6M -$102K -1,026 -0.2%
BMO
290
Beck Mack & Oliver
New York
$50.6M -$858K -8,611 -2%
CTB
291
Country Trust Bank
Illinois
$50.3M +$690K +6,932 +1%
CSIC
292
Clifford Swan Investment Counsel
California
$49.5M -$350K -3,514 -0.7%
William Blair & Company
293
William Blair & Company
Illinois
$49.3M +$412K +4,141 +0.8%
PCA
294
Peddock Capital Advisors
Massachusetts
$48.8M -$5.76M -57,808 -10%
UCFA
295
United Capital Financial Advisors
Texas
$48.6M +$4.06M +40,776 +9%
DWA
296
Douglass Winthrop Advisors
New York
$48.3M +$48.9K +491 +0.1%
MOACM
297
Mutual of America Capital Management
New York
$48.3M +$361K +3,626 +0.7%
Janney Montgomery Scott
298
Janney Montgomery Scott
Pennsylvania
$47.6M +$3.08M +30,887 +6%
First Manhattan
299
First Manhattan
New York
$47.3M -$1.06M -10,620 -2%
VanEck Associates
300
VanEck Associates
New York
$47.1M +$44.4M +446,246 +816%

XOM Hedge Fund Activity: Q3 2014 in Review

1,929 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in ExxonMobil (XOM) for Q3 2014, worth a combined $201B — down 9.5% from $222B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of XOM and 52 opened new positions — a net loss of 9 holders — while 956 trimmed existing stakes and 679 added.

The largest buyer was Vanguard Group, adding an estimated $415M. The largest seller was Norges Bank, cutting an estimated $3.16B.

  • 1,929 institutional investors held ExxonMobil (XOM) as of Q3 2014, down from 1,956 in Q2 2014.
  • Funds reported $201B of ExxonMobil stock for Q3 2014, down 9.5% quarter-over-quarter.
  • 52 funds opened new ExxonMobil positions in Q3 2014 and 61 closed out, a net change of -9 holders.
  • The largest ExxonMobil buyer in Q3 2014 was Vanguard Group, an estimated $415M added.
  • The largest ExxonMobil seller in Q3 2014 was Norges Bank, an estimated $3.16B sold.

Based on aggregated 13F filings for Q3 2014.